Forteris Wealth Management Inc. New Holdings in Q4 2025

Forteris Wealth Management Inc.

  • $102 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
DFAU
Dimensional ETF Tr

ETFs
161K
New
$44.77 - $47.01 $7.2M - $7.56M
161K $7.52B
DFAI
Dimensional ETF Tr

ETFs
151K
New
$35.82 - $37.52 $5.43M - $5.68M
151K $5.77B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
114K
New
$43.57 - $45.71 $4.98M - $5.23M
114K $5.33B
AAPL
Apple Inc.

Technology
18.5K
New
$245.27 - $275.25 $4.55M - $5.11M
18.5K $5.04B
QUAL
Ishares Msci Usa Quality Facto

ETFs
24.7K
New
$191.01 - $199.18 $4.72M - $4.92M
24.7K $4.91B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
99.3K
New
$37.61 - $39.41 $3.73M - $3.91M
99.3K $3.93B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
37.7K
New
$99.87 - $101.27 $3.76M - $3.82M
37.7K $3.77B
DFUS
Dimensional ETF Tr U S Equity

ETFs
50K
New
$71.0 - $74.64 $3.55M - $3.73M
50K $3.71B
PRF
Invesco Exchange Traded Fd Tr

ETFs
73.1K
New
$44.13 - $46.37 $3.22M - $3.39M
73.1K $3.43B
DFIV
Dimensional ETF Tr

ETFs
67.6K
New
$45.13 - $48.25 $3.05M - $3.26M
67.6K $3.38B
IWB
Ishares Tr Russell 1000 ETF

ETFs
8.28K
New
$358.39 - $376.54 $2.97M - $3.12M
8.28K $3.09B
META
Meta Platforms, Inc.

Communication Services
4.68K
New
$609.01 - $751.67 $2.85M - $3.51M
4.68K $3.09B
AMAT
Applied Materials Inc

Technology
10.4K
New
$209.95 - $240.89 $2.18M - $2.5M
10.4K $2.67B
LLY
Eli Lilly & CO

Healthcare
2.47K
New
$799.57 - $1025.28 $1.97M - $2.53M
2.47K $2.65B
JPM
Jpmorgan Chase & CO

Financial Services
7.73K
New
$294.11 - $320.41 $2.27M - $2.48M
7.73K $2.49B
BOND
Pimco Active Bond Exchange Tra

ETFs
26K
New
$93.0 - $94.55 $2.42M - $2.46M
26K $2.42B
IQLT
Ishares Msci Intl Quality Fact

ETFs
46.6K
New
$43.84 - $45.35 $2.05M - $2.12M
46.6K $2.12B
TIP
Ishares Tr Tips Bd ETF

ETFs
16.9K
New
$110.58 - $112.2 $1.87M - $1.9M
16.9K $1.86B
DFAE
Dimensional ETF Tr

ETFs
56.1K
New
$30.74 - $33.05 $1.73M - $1.85M
56.1K $1.83B
IWM
Ishares Russell 2000 ETF

ETFs
6.99K
New
$236.79 - $250.33 $1.66M - $1.75M
6.99K $1.72B
AMZN
Amazon Com Inc

Consumer Cyclical
6.98K
New
$213.04 - $254.0 $1.49M - $1.77M
6.98K $1.61B
WMT
Walmart Inc.

Consumer Defensive
14.2K
New
$101.18 - $109.03 $1.44M - $1.55M
14.2K $1.58B
LQD
Ishares Iboxx $ Investment Gra

ETFs
12.7K
New
$110.25 - $112.92 $1.4M - $1.44M
12.7K $1.4B
Dimensional ETF Trust
35.6K
New
N/A
35.6K $1.22B
NTAP
Net App, Inc.

Technology
11K
New
$109.44 - $121.82 $1.2M - $1.34M
11K $1.18B
VLO
Valero Energy Corp

Energy
5.88K
New
$156.39 - $181.76 $920K - $1.07M
5.88K $958M
DUHP
Dimensional ETF Tr Dimensional

ETFs
22.6K
New
$37.18 - $38.47 $840K - $869K
22.6K $859M
HD
Home Depot, Inc.

Consumer Cyclical
2.37K
New
$358.03 - $397.02 $850K - $943K
2.37K $817M
JEPI
J P Morgan Exchange Traded Fd

ETFs
13.7K
New
$56.0 - $57.6 $767K - $789K
13.7K $784M
GILD
Gilead Sciences, Inc.

Healthcare
6.15K
New
$110.56 - $125.2 $680K - $770K
6.15K $755M
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
23.2K
New
$30.0 - $32.27 $697K - $750K
23.2K $750M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
5.11K
New
$153.8 - $189.34 $785K - $967K
5.11K $749M
IBM
International Business Machines Corp

Technology
2.46K
New
$275.97 - $314.98 $678K - $774K
2.46K $727M
HAL
Halliburton CO

Energy
24.4K
New
$21.82 - $28.06 $532K - $685K
24.4K $690M
NEAR
Blackrock Short Maturity Bond

ETFs
12.8K
New
$51.08 - $51.37 $654K - $657K
12.8K $654M
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
43.9K
New
$14.19 - $14.63 $623K - $642K
43.9K $645M
MPC
Marathon Petroleum Corp

Energy
3.9K
New
$180.89 - $200.13 $705K - $781K
3.9K $634M
BMY
Bristol Myers Squibb CO

Healthcare
11.7K
New
$42.6 - $49.08 $498K - $574K
11.7K $631M
F
Ford Motor CO

Consumer Cyclical
46.2K
New
$11.41 - $13.84 $528K - $640K
46.2K $607M
UPS
United Parcel Service Inc

Industrials
5.87K
New
$82.87 - $97.4 $486K - $571K
5.87K $582M
DFAS
Dimensional ETF Tr U S Small C

ETFs
8.35K
New
$66.04 - $69.67 $551K - $582K
8.35K $582M
PFF
Ishares Trust Ishares Pfd And

ETFs
18.7K
New
$30.84 - $31.79 $578K - $596K
18.7K $580M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
11.9K
New
$47.98 - $48.33 $572K - $576K
11.9K $574M
MSFT
Microsoft Corp

Technology
1.13K
New
$496.82 - $542.07 $560K - $611K
1.13K $546M
JNJ
Johnson & Johnson

Healthcare
2.63K
New
$185.98 - $199.58 $489K - $524K
2.63K $544M
MMM
3 M CO

Industrials
3.31K
New
$148.75 - $171.6 $493K - $568K
3.31K $530M
XOM
Exxon Mobil Corp

Energy
4.39K
New
$110.64 - $119.78 $486K - $526K
4.39K $528M
TPR
Tapestry, Inc.

Consumer Cyclical
3.74K
New
$98.81 - $117.14 $370K - $439K
3.74K $478M
SPXV
Proshares Tr S&P 500 Ex Health
6.04K
New
N/A
6.04K $451M
Activity Summary
Buys All Purchases 67 New Holdings 67 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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